Essential User Fields for Retail Customer Data in Zendesk
What user fields should I set up for retail customer data in Zendesk?
For retail customer data in Zendesk, you should set up user fields that capture key information about your customers. These fields include 'Date of last purchase', 'Subscription renewal date', 'Average annual spend', 'Service level', and 'Social influence'.
These fields can be configured using different types such as date fields for purchase and renewal dates, a numeric field for average spend, and dropdown fields for service level and social influence. This setup allows you to gather comprehensive data on your customers, which can be used to enhance customer support and create targeted workflows.
More related questions
How can I segment my retail customers using Zendesk?
You can segment your retail customers in Zendesk by capturing relevant data through user fields. By setting up fields like 'Date of last purchase', 'Subscription renewal date', 'Average annual spend', 'Service level', and 'Social influence', you…
How do triggers work with user fields in Zendesk?
Triggers in Zendesk work with user fields by automating actions based on the data captured in those fields. For example, if a customer has a 'Platinum' service level or spends over $1000 annually, you can create a trigger to automatically set the…
What are the benefits of using dropdown fields for customer data in Zendesk?
Using dropdown fields for customer data in Zendesk offers several benefits, including standardization and ease of data entry. Dropdown fields allow you to define specific options for data entry, such as 'Platinum', 'Gold', 'Silver', and 'Bronze'…
How can I automate customer support workflows in Zendesk?
You can automate customer support workflows in Zendesk by using triggers in combination with user fields. By capturing detailed customer data, such as service level or annual spend, you can set up triggers to perform specific actions automatically….
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